NaviPlan by Advicent vs. Fiserv Unified Wealth Platform (UWP)
NaviPlan by Advicent vs. Fiserv Unified Wealth Platform (UWP)
Product | Rating | Most Used By | Product Summary | Starting Price |
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NaviPlan by Advicent | N/A | Advicent headquartered in Milwaukee offers NaviPlan, a financial planning software for firms. | N/A | |
Fiserv Unified Wealth Platform (UWP) | N/A | Fiserv offers their Unified Wealth Management technology solution, providing a multi-vehicle and multi-asset class portfolio accounting system with related trading, tax management and rebalancing tools for all fee-based advisory programs, goals-based financial and investment advisory tools, as well as reporting tools. | N/A |
NaviPlan by Advicent | Fiserv Unified Wealth Platform (UWP) | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
NaviPlan by Advicent | Fiserv Unified Wealth Platform (UWP) | |
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Likelihood to Recommend | 9.0 (2 ratings) | - (0 ratings) |
NaviPlan by Advicent | Fiserv Unified Wealth Platform (UWP) | |
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Likelihood to Recommend | Advicent Solutions | Fiserv No answers on this topic |
Pros | Advicent Solutions | Fiserv No answers on this topic |
Cons | Advicent Solutions | Fiserv No answers on this topic |
Alternatives Considered | Advicent Solutions | Fiserv No answers on this topic |
Return on Investment | Advicent Solutions | Fiserv No answers on this topic |
ScreenShots |